Granite Bay, CA Financial Advisors and Resources



Financial Advisor Firms in Granite Bay, CA


SPECTRUM WEALTH ADVISORY GROUP, LLC

Website

(916) 772-5970

5925 Granite Lake Drive
Suite 130
Granite Bay, CA 95746

SEC#: 801-114024
Years in Business: 3 years

SOWELL FINANCIAL SERVICES, LLC

Website

(916) 580-1220

4168 Douglas Blvd
Suite 200
Granite Bay, CA 95746

SEC#: 801-63991
Years in Business: 16 years

WCG WEALTH ADVISORS, LLC

Website

(916) 772-5970

5925 Granite Lake Drive
Suite 130
Granite Bay, CA 95746

SEC#: 801-80386
Years in Business: 7 years

WCG WEALTH ADVISORS, LLC

Website

(916) 846-7780

4180 Douglas Blvd.
Suite 200
Granite Bay, CA 95746

SEC#: 801-80386
Years in Business: 7 years

GOLDEN STATE WEALTH MANAGEMENT, LLC

Website

(916) 573-2080

5930 Granite Lake Drive
Suite 130
Granite Bay, CA 95746

SEC#: 801-107445
Years in Business: 5 years

WCG WEALTH ADVISORS, LLC

Website

(916) 772-5970

5925 Granite Lake Drive
Suite 130
Granite Bay, CA 95746

SEC#: 801-80386
Years in Business: 7 years

WCG WEALTH ADVISORS, LLC

Website

(916) 846-7780

4180 Douglas Blvd.
Suite 200
Granite Bay, CA 95746

SEC#: 801-80386
Years in Business: 7 years

WCG WEALTH ADVISORS, LLC

Website

(916) 772-5970

5925 Granite Lake Drive
Suite 130
Granite Bay, CA 95746

SEC#: 801-80386
Years in Business: 7 years

WCG WEALTH ADVISORS, LLC

Website

(916) 846-7780

4180 Douglas Blvd.
Suite 200
Granite Bay, CA 95746

SEC#: 801-80386
Years in Business: 7 years


How Retirement-Friendly is Granite Bay, CA?

  • Population: 23,183
  • % of Population 62 Years and Over: 23.9%
  • Average Home Value: $833,100
  • Average Monthly Housing Cost: $2,547
  • Average Household Income: $200,787
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Granite Bay, CA Financial Advisor FAQs

In order to get started with researching potential advisors, you'll want to have a look at what they've been doing before contacting them and reaching out. A good place to start would be knowing their investing credentials and looking at the risk tolerance required by matching it with yours. Another point of interest could be how long they've been managing people's finances.
A financial advisor will help you plan for different types of investments. They can also help you create budgets based on your earning potential, help take care of your taxes, prepare your Social Security paperwork (when the time is right), and answer any questions that may arise about retirement planning.
Because a financial advisor is going to save you a lot of time and money. If you have absolutely no idea, or just want to get an unbiased opinion from someone who does, then it sounds like the best bet for you would be to speak with an advisor in-depth about your situation.
Financial advisors charge a percentage of assets. Every advisor is going to be a little different in terms of what they charge but the average percentages are usually in the 1% - 2% range. Their fees will increase as you grow your portfolio and it becomes more complex, so fees will increase incrementally if an advisory relationship continues long-term.